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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,782 | $110,337-94.8% | $102,383-94.4% | $145,877-96.0% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 14.90% | 24.83%-9.9pp | 24.94%-10.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,628 | $5,621-71.0% | $5,060-67.8% | $6,691-75.7% |
| Admin fee / account holder | $4 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |